Retirement Income Planning continues to evolve in light of current macro and demographic shifts in the United States. Learn about the major factors shifting the retirement income landscape and how advisors can get ahead of this shift. Jamie Hopkins will discuss the concept of rewirement and how nudges or improved policy decisions can shift the landscape for the better.

This session is eligible for one-hour (1) CFP Board & I&WI CE credit.

A financial plan is only as good as how closely it's followed. And clients can only stick with the plan if they understand what you're telling them. While clients may cerebrally understand concepts like inflation and cost of living, the full meaning of how they may impact their financial plan doesn't really sink in. In this presentation, Erin Wood CFP(R) will share her framework for making important planning concepts clear, real, and relatable so clients can better understand the "why" of their plans, and will be more likely to adopt the behaviors that lead to better plan outcomes. Erin has contributed to multiple trade and national media outlets with her unique approach to humanizing financial planning. This presentation has a 100% attendee satisfaction rate, and gives advisors meaningful, actionable meeting structures and examples to implement at their planning meetings.

This session is eligible for one-hour (1) CFP Board & I&WI CE credit.